DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew W. Palmere

Fifth Third Securities, Inc.BD affiliatedGurnee, Il dual registrantIAPD 6794112

Feed of 09/15/2026

Also filed as Matthew Palmere

At current firm

1 y

since Jul 10, 2025

In the industry

18 y

since Apr 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Fifth Third Securities, Inc. BD affiliated current
since Jul 10, 2025 · Round Lake Beach, Il
Strategic Advisers LLC national BD
Mar 31, 2025 to Jul 3, 2025 · Highland Park, Il
Fidelity Personal And Workplace Advisors former
Apr 21, 2021 to Mar 31, 2025 · Highland Park, Il
Td Ameritrade Investment Management, LLC former
Sep 7, 2018 to Feb 9, 2021 · Gurnee, Il
Td Ameritrade, Inc. former
Sep 7, 2018 to Feb 9, 2021 · Gurnee, Il
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 10, 2018 to Aug 29, 2018 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Fifth Third Securities, Inc.
left Jul 3, 2025, registered Jul 10, 2025 (7 days) · Affiliated broker-dealer or bank to another
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLC
left Feb 9, 2021, registered Sep 7, 2018 (-886 days) · channel change inside one enterprise, not a move · moved with a team
Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.
left Feb 9, 2021, registered Sep 7, 2018 (-886 days) · corporate re-registration, not a move · moved with a team
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Td Ameritrade Investment Management, LLC
left Aug 29, 2018, registered Sep 7, 2018 (9 days) · Wirehouse to independent RIA

Signals

Matthew W. Palmere left Strategic Advisers Llc for Fifth Third Securities, Inc. (registered 2025-07-10)
Jul 3, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address